Broker Check

Meet Our Team

Client Centered

We have over 50 financial advisors throughout Western New York available to help you on your financial journey. Whether you are looking to save for retirement, plan for college, or just get more organized with your finances, our advisors can help.

Learn more about them below and contact us today to set up a no-obligation consultation. 

Buffalo Office

James Cecchini II

James Cecchini II,CFP®, CRC®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Mark Conomos

Mark Conomos, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Michael E. Constantino

Michael E. Constantino

Registered Representative

716-837-3335

Michael DiLullo

Michael DiLullo, MS, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

800-735-9395

George Harris

George Harris, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Jeffrey M.  Kney

Jeffrey M. Kney, CFP®, CRC®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Lee Kroening

Lee Kroening

Regional Vice President

(716) 837-3335

(716) 837-3099

Gerald Lewandowski

Gerald Lewandowski, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Corey Malstrom

Corey Malstrom, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Terrence McCue

Terrence McCue

Certified Financial Planner Practitioner

(716) 837-3335

Timothy McKillen

Timothy McKillen, CRPC ®

CHARTERED RETIREMENT PLANNING COUNSELOR ®

(716) 837-3335

(716) 837-3099

James  Miller

James Miller, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

(716) 837-3335

Joseph Occhino

Joseph Occhino, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 479-6680

Tom  Pontrello

Tom Pontrello, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Donald Tiburzi

Donald Tiburzi, CRC®

Certified Retirement Counselor®

800.735.9395

716.837.3099

Steven Witter

Steven Witter, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

(716) 837-3335

Erie Office

Donald Tiburzi

Donald Tiburzi, CRC®

Certified Retirement Counselor®

800.735.9395

716.837.3099

Randall Buettner

Randall Buettner

Financial Advisor

(814) 833-8580

(814) 833-5767

Matthew Hausmann

Matthew Hausmann

Financial Advisor

(814) 833-8580

(814) 833-5767

Michael Nelligan

Michael Nelligan

Financial Advisor

(814) 833-8580

(814) 833-5767

Office Staff

Jessica Czarnecki

Jessica Czarnecki

Administrative Assistant

716-837-3335

716-837-3309

Jennifer Grisanti

Jennifer Grisanti

Administrative Assistant

(716) 837-3335

(716) 837-3099

Timothy McKillen

Timothy McKillen, CRPC ®

CHARTERED RETIREMENT PLANNING COUNSELOR ®

(716) 837-3335

(716) 837-3099

Katie Sidoti

Katie Sidoti

Administrative Assistant

(716) 837-3335

(716) 837-3099

Patty Timmons

Patty Timmons

Administrative Assistant

(716) 837-3335

(716) 837-3099

Jake Denz

Jake Denz

Administrative Assistant

716-837-3335

716-837-3099